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Intuit ProSeries Tax QuicKBooks

It is the most productive professional tax tool for tax preparers who are searching to file their returns more quickly. This software is famous for its ease of use. This topic will cover the in-depth about the Intuit ProSeries tax along with its effective features.

ProSeries Versions:

It comes in two versions i.e. Basic and Professional. The basic version of ProSeries is known as an entry-level highly recommended for filing specific returns whereas the Professional version is for experts to manage business returns. There are following three alternatives for the users so that they can pick as per requirements”

  • Pay-per-Return:  You are resilient to pay as you go. It allows business returns, 1040 or both
  • Unlimited Returns: Choose unlimited choices depending upon your requirements. It includes federal, business, returns, 1040, and state returns.
  • 1040 package: Select packages for symbolic savings on respective return

Top-grade features of Intuit ProSeries Tax:

Pro-series contains enhanced features which compel tax preparer to get an ideal tax filling experience:

ProSeries Document Management:

This feature is integrated into ProSeries Tax to permit paperless tasks and increase efficiency & productivity in tax preparation workflows. You are allowed to scan, store, capture, and share every type of documents.


E-signature is an effectual feature that acts as a suitable method to sign crucial documents digitally in an IRS-secured way. It saves more time by gathering signatures and various other approvals electronically. You don’t need to wait for days to review documents. This feature of ProSeries plays a major role in serving the client in a better manner. Moreover, it is enhanced with an automated dashboard that covers reminders and tracking options like Signed, Voided, Partially Signed, Multiple, Authentication failed, and more.

Client organization:

This feature helps in collecting mandatory information from the client to characterize forms & returns. Its details include W-2 income, capital gains, vehicle expenses, refund deposition. It automates major manual data entry tasks through direct data importing. Apart from this, it also comprises a short version for clients with seamless returns


There are up to 1000 error-checking diagnostics to perform a vast error correction process. It contains Form Bar used to discover errors and resolve each of them in a return tax.

Tax planner:

Pro-Series contains an in-built feature through which you can easily determine estimations for tax payments for the present and beyond a year. It is located below federal tax returns in both basic & professional version. Two worksheets are associated with it that needs to be filled by a tax preparer to achieve a better planning process.

  • Summary information sheets: Retain a record of the tax year along with description
  • Tax player information sheets: Keep the record of information regarding taxpayer filing details, wage & salary

Intuit Link to streamline data collection:

Pro-series is a secure platform which permits professional to perform data sharing in an easy and organized way. Intuit link has reduced the complexity of gathering client information. It is a convenient online portal through which the client can easily upload their details. It contains various other time-effective options to simplify tasks like automated reminders, templates, etc.


Intuit ProSeries Tax came with extensive features for tax preparers. However, this article covered the major highlighting one. To explore more information, reach the technical QuickBooks expert team at 1800-816-6849. The professional team is available 24*7 to serve your all questions in a better way. Sometime you might unable to reach the professional through the call due to any network glitches then user a chat method. You can also send us an email along with your issue.

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